AMD, Super Micro, Applovin Stocks Move on AI Trends

Chipmaker AMD's sales forecast disappoints, while Super Micro sees strong AI data center demand

Feb. 4, 2026 at 2:47pm

Got story updates? Submit your updates here. ›

Today's biggest stock movers were driven by the impact of artificial intelligence (AI) trends. Advanced Micro Devices (AMD) shares fell after its sales forecast missed expectations, signaling it's not making the AI inroads Wall Street anticipated. Meanwhile, Super Micro Computer (SMCI) shares rose on a strong forecast for AI data center gear sales. Applovin (APP) and Unity Software (U) also declined amid concerns about AI-related disruption in the mobile ad industry.

Why it matters

The performance of these tech stocks reflects the growing influence of AI on the broader economy. AMD's struggles show the challenges of capitalizing on the AI boom, while Super Micro's success highlights the surging demand for hardware to power AI data centers. The declines at Applovin and Unity point to the potential for AI to disrupt established business models, especially in the digital advertising space.

The details

AMD reported first-quarter sales will be roughly $9.8 billion, plus or minus $300 million, falling short of the $9.39 billion analysts had estimated on average. This suggests the chipmaker is not making the AI inroads that Wall Street had anticipated. In contrast, Super Micro said revenue will be at least $12.3 billion in the current quarter, signaling strong demand for its gear to run AI data centers. Applovin and Unity Software shares fell as concerns spread about the potential disruption from AI services like the startup CloudX, which is using AI agents to focus on mobile ad monetization.

  • On February 4, 2026, AMD reported its first-quarter sales forecast.
  • On February 4, 2026, Super Micro provided its current quarter revenue guidance.
  • On February 4, 2026, concerns about AI disruption in the mobile ad industry were reported.

The players

Advanced Micro Devices (AMD)

A major American semiconductor company that designs and produces microprocessors, motherboard chipsets, and other related technology.

Super Micro Computer (SMCI)

A San Jose, California-based company that designs and manufactures high-performance, high-efficiency server and storage solutions.

Applovin (APP)

A mobile marketing and monetization platform that helps developers grow their businesses.

Unity Software (U)

A video game software development company known for its game engine used to develop both 2D and 3D games and interactive content.

CloudX

A startup using AI agents to focus on mobile ad monetization.

Got photos? Submit your photos here. ›

The takeaway

The divergent performance of these tech stocks highlights the complex and evolving landscape of AI adoption. While some companies like Super Micro are capitalizing on the AI boom, others like AMD are struggling to keep pace with the rapid technological changes. The potential for AI to disrupt established business models, as seen in the mobile ad industry, also underscores the need for companies to stay agile and adaptable in the face of these transformative technologies.